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Lumentum Holdings Inc. LITE

Technology · Communication Equipment · United States · S&P 500

63
Profitability
16
Growth
100
Valuation
15
Financial strength
84
Momentum
100

Based on the available data, Lumentum Holdings Inc. gets an algorithmic score of 63/100. It trades at 973.49 $, with a bullish technical trend (RSI 57.3) and 97.6% annual volatility.

Updated: 2026-09-30

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Strengths

  • Sustained revenue growth (19.5% compound annual).
  • Low-debt balance sheet.

Weaknesses

  • Low ROE (-240.0%).
  • Thin net margin (-230.1%): vulnerable to costs.
  • High beta (2.00): amplifies index moves.

Fundamentals

Forward P/E28.03
PEG0.63
P/B18.57
EV/EBITDA107.72
P/S28.97
ROE %-240.03
ROA %5.82
Gross margin %44.24
Operating margin %27.95
Net margin %-230.10
Revenue growth % (y/y)109.30
Revenue CAGR %19.48
Debt/Equity %35.99
Current ratio1.68
FCF yield %0.34
Dividend yield %0.00
Payout %0.00

Returns

1 month+8.8 %
3 months+13.4 %
6 months+48.7 %
YTD+152.1 %
1 year+505.6 %
3 years+1,997.6 %
5 years+1,055.9 %

Risk

1-year volatility97.6 %
Beta2.00
5-year max drawdown-66.5 %
Sharpe 1A2.29

Macroeconomic context

Highly sensitive to interest rates (valued on future cash flows): rate cuts and falling bond yields help it. It depends on the corporate investment cycle (AI/cloud capex), the semiconductor supply chain (Taiwan/China) and the dollar (foreign revenue). As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.

How the score is calculated

The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.

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